Dead Deal Review Filter
under review
N
Nathan Weisman
I need to add a filter that will ignore a dead deal review task if no sales person is assigned. I have it set so I review all dead deals of the other sales managers and teams, as they are team leaders. This filter will keep me from having to review a ton of dead deals marked by BDC that were not even in the store. I need to review dead deals that my team leaders currently mark dead, so I can't use that as a filter because I need them to remain team leaders and I need to review the deals.
Shawn Goebel
under review
Shawn Goebel
Nathan Weisman Thank you for the feature request! After taking a look at your store's setup, it looks like this is no longer an issue. It looks like you have all Dead Deal Review tasks going to the BDC Team Leader instead of the Sales Team Leader. Have you noticed if this has helped? Thank you and have a great day!
Shelby Parker
Great to hear your perspective, Nathan Weisman! I have a few more questions for you:
- What criteria should be used to determine if a sales person is assigned to a dead deal?
- Are there any specific exceptions or conditions under which you would still want to review a dead deal without a sales person assigned?
- How frequently do you review dead deals, and would you need the filter to be adjustable based on different time periods or criteria?